Heritage Wealth Advisors Lululemon Athletica Inc. Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Lululemon Athletica Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 33 shares of LULU stock, worth $12,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 44 25.0%

Holding current value

$12,290

Previous $11,000 9.09%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$260.53 - $404.79 $2,865 - $4,452	-11 Reduced 25.0%	33 $12,000
Q2 2024 Dec 12, 2024	BUY	$295.25 - $385.2 $7,971 - $10,400	27 Added 158.82%	44 $13,000
Q2 2024 Aug 05, 2024	BUY	$295.25 - $385.2 $7,971 - $10,400	27 Added 158.82%	44 $13,000
Q1 2024 May 08, 2024	SELL	$386.14 - $505.38 $3,475 - $4,548	-9 Reduced 34.62%	17 $6,000
Q4 2023 Dec 12, 2024	SELL	$360.36 - $511.29 $18,018 - $25,564	-50 Reduced 74.63%	17 $8,000
Q4 2023 Feb 09, 2024	SELL	$360.36 - $511.29 $14,774 - $20,962	-41 Reduced 61.19%	26 $13,000
Q2 2023 Dec 12, 2024	BUY	$328.35 - $386.71 $7,552 - $8,894	23 Added 52.27%	67 $25,000
Q1 2023 May 04, 2023	BUY	$292.9 - $364.19 $2,929 - $3,641	10 Added 17.54%	67 $24,000
Q4 2022 Dec 12, 2024	SELL	$288.78 - $385.99 $17,326 - $23,159	-60 Reduced 51.28%	57 $18,000
Q4 2022 Feb 06, 2023	SELL	$288.78 - $385.99 $17,326 - $23,159	-60 Reduced 51.28%	57 $18,000
Q3 2022 Dec 12, 2024	BUY	$263.38 - $352.74 $19,226 - $25,750	73 Added 165.91%	117 $32,000
Q3 2022 Nov 10, 2022	SELL	$263.38 - $352.74 $85,861 - $114,993	-326 Reduced 73.59%	117 $33,000
Q2 2022 Aug 04, 2022	BUY	$257.51 - $404.66 $71,072 - $111,686	276 Added 165.27%	443 $121,000
Q1 2022 May 11, 2022	BUY	$289.24 - $387.56 $1,446 - $1,937	5 Added 3.09%	167 $61,000
Q3 2021 Nov 02, 2021	BUY	$364.23 - $432.61 $18,211 - $21,630	50 Added 44.64%	162 $65,000
Q2 2021 Aug 09, 2021	BUY	$298.75 - $366.66 $19,120 - $23,466	64 Added 133.33%	112 $40,000
Q2 2021 Jul 27, 2021	SELL	$298.75 - $366.66 $19,120 - $23,466	-64 Reduced 57.14%	48 $17,000
Q1 2021 Apr 27, 2021	BUY	$285.14 - $367.29 $18,248 - $23,506	64 Added 133.33%	112 $34,000
Q2 2020 Jul 17, 2020	BUY	$181.25 - $323.74 $1.32 Million - $2.35 Million	7,260 Added 15125.0%	7,308 $14,000
Q2 2020 Jul 17, 2020	SELL	$181.25 - $323.74 $1.32 Million - $2.35 Million	-7,260 Reduced 99.34%	48 $14,000
Q1 2020 May 05, 2020	SELL	$138.98 - $263.68 $1,667 - $3,164	-12 Reduced 20.0%	48 $9,000
Q3 2019 Oct 30, 2019	SELL	$174.46 - $203.14 $1,395 - $1,625	-8 Reduced 11.76%	60 $11,000
Q2 2019 Aug 05, 2019	BUY	$161.59 - $188.03 $8,079 - $9,401	50 Added 277.78%	68 $0
Q1 2019 May 06, 2019	SELL	$123.35 - $167.54 $1,973 - $2,680	-16 Reduced 47.06%	18 $0
Q4 2018 Jan 28, 2019	BUY	$113.26 - $161.64 $2,151 - $3,071	19 Added 126.67%	34 $4,000
Q3 2018 Nov 14, 2018	BUY	$118.84 - $162.49 $1,782 - $2,437	15 New	15 $2,000

Others Institutions Holding LULU

# of Institutions

1,375

Shares Held

93.4M

Call Options Held

5.81M

Put Options Held

8.13M

View Full List

About lululemon athletica inc.

Ticker LULU
Exchange NASDAQ
Sector Consumer Cyclical
Industry Apparel Retail
Shares Outstandng 122,303,000
Market Cap $45.6B
Description
lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails athletic apparel and accessories for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer. The company offers pants, shorts, tops, and jackets for healthy lifestyle and athletic activities, such as yoga, running, and ...

More about LULU

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Heritage Wealth Advisors Lululemon Athletica Inc. Transaction History